Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® Email and Phone Number
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® phone numbers
Property and Casualty Risk Manager, Public Speaker, Consultant, Advisor, Educator and Connector. Learn how Fee-Only Property and Casualty Insurance Risk Management can protect your clients largest exposure. https://www.youtube.com/c/boaksadvisors
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Director Of Risk ManagementAkam Living Services, Inc. Aug 2020 - PresentNew York City Metropolitan AreaProviding Insurance Risk Management for AKAM and over 360 high end condo, co-op, and HOA properties that AKAM provides property management services for in NYC and South FLA.www.AKAM.com -
Consultant, Public Speaker, ModeratorBoaks Advisors Oct 2009 - PresentNew York City Metropolitan Area• Consultant: Fee-Only Personal Property and Casualty Risk Management for clients of family offices, wealth managers, CPA's and other advisers.• Public Speaker: Do You Have Your Biggest Risks Covered? Understand how property and casualty exposures relate to comprehensive wealth management and estate planning. Advisors learn what the exposures are and the questions to ask to discover a potential problem, then refer to the proper expert. Webinar programs available.• Moderator: The Brewers… Show more • Consultant: Fee-Only Personal Property and Casualty Risk Management for clients of family offices, wealth managers, CPA's and other advisers.• Public Speaker: Do You Have Your Biggest Risks Covered? Understand how property and casualty exposures relate to comprehensive wealth management and estate planning. Advisors learn what the exposures are and the questions to ask to discover a potential problem, then refer to the proper expert. Webinar programs available.• Moderator: The Brewers Roundtable: Peer-learning forum for brewery owners. National and Individual State Programs available. On the Univ. of VT Craft Brewers Program Advisory Board.www.BOAKS.com Show less
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Private Client Risk Manager, P&CUsi Insurance Services Nov 2018 - Oct 2019New York City Metropolitan Area• Risk Management of Private Client personal property and casualty • Created and presented risk management educational programs for wealth managers, T&E lawyers, and CPA’s -
Risk Manager, Insurance: Highly Successful Families, Craft Breweries & DistilleriesRisk Strategies Company Oct 2015 - Feb 2018Teaneck Nj• Insurance Risk Manager for Private Client, craft breweries and distilleries • Founded the Brewers Roundtable, a moderated peer-learning forum, for brewery owners to determine best practices for their company -
Owner/FounderBoaks Beer Dec 2007 - Jun 2016Pompton Lakes Nj• Built relationships with two breweries and six distributors to brew and distribute BOAKS craft beer throughout New Jersey and Pennsylvania. • Awarded People’s Choice, Best in Class and Best in Show at festivals and competitions.
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Private Client Risk Manager, P&CSinger Nelson Charlmers, A Risk Strategies Company Jul 2000 - Jul 2014Teaneck Nj• Recruited to develop the Private Client Risk Management Department • Managed book of Private Client property and casualty policies• Created The Lifestyle and Risk Analysis to provided personal property and casualty risk management for business owners, highly successful families and family office clients• Worked with T&E Lawyers, CPA’s Wealth Managers, Fine Art and other advisors for highly successful families to analyze and designed insurance programs either on a fee basis or as… Show more • Recruited to develop the Private Client Risk Management Department • Managed book of Private Client property and casualty policies• Created The Lifestyle and Risk Analysis to provided personal property and casualty risk management for business owners, highly successful families and family office clients• Worked with T&E Lawyers, CPA’s Wealth Managers, Fine Art and other advisors for highly successful families to analyze and designed insurance programs either on a fee basis or as the broker• Speaker at Financial Planners Association Annual Conference – Property and Casualty Exposures of Highly Successful Families • Guest lecturer California Lutheran University MBA in Financial Planning Show less
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Advisor / Manager / Trainer / AgentPrudential Financial Jan 1988 - Jul 2000• Built book of business protected families with Property and Casualty, Life, Health, Disability, Long Term Care, Mutual Funds and Annuities• Managed a team of 10 Agents • Trained new agents through The American College• Partnered with another agent to grow a financial planning firm
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® Skills
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® Education Details
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Finance & Marketing -
National Association Of Estate Planners & CouncilsAccredited Estate Planner® -
P&C Insurance Consulting For Highly Successful Families -
Chartered Life Underwriter -
Life Underwriting Training Council Fellow
Frequently Asked Questions about Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®
What company does Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® work for?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® works for Akam Living Services, Inc.
What is Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s role at the current company?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s current role is Director of Risk Management at AKAM Living Services, Inc..
What is Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s direct phone number?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s direct phone number is +120183*****
What schools did Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® attend?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® attended University Of South Carolina, National Association Of Estate Planners & Councils, St. John's University, The American College Of Financial Services, The American College Of Financial Services.
What are some of Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s interests?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® has interest in Belgian Dubble, That Is Why I Insure Breweries, I Love To Talk About Beer, Belgian Brown Ale, Breweries And Share Craft Beer, Boaks Beer.
What skills is Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® known for?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf® has skills like Property And Casualty Insurance, Insurance, Risk Management, Disability Insurance, Casualty, Liability, High Net Worth Individuals, General Insurance, Umbrella Insurance, Brewing Beer, Excess Liability Insurance, Underwriting.
Who are Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s colleagues?
Brian P. Boak, Aep®, Cpria, Clu®, Lutcf®'s colleagues are Ditmar Kraja, Jared Williams, Daniel Ferrara, Carlos Henriquez, Franklin De Jesus Taveras Jr, Michael Nieves, Douglas Insuaste.
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